Job
Director of Client Services (Financial Services)
| Location | Lafayette, CA |
| Date Posted | December 17, 2025 |
| Job ID | 13867 |
| Employment Type | Direct Hire |
Scion Staffing has been engaged to conduct a search for a Director of Client Services for a well-respected, growing fiduciary services organization dedicated to providing compassionate and reliable support to clients and their families. This onsite opportunity is based in the Greater Bay Area.
POSITION OVERVIEW
This leadership role offers the opportunity to guide a collaborative fiduciary team while managing a meaningful book of trust and estate clients. The Team Leader will ensure high-quality service delivery, provide supportive oversight to staff, and contribute to organizational growth and community outreach. This is an excellent opportunity for an experienced fiduciary professional seeking long-term impact and the potential for future ownership.
PERKS
This role offers a competitive salary range of $160-$180K, along with a monthly stipend to cover medical premium, fully employer-paid dental, vision, and life insurance, and a 401(k) match. The organization also provides meaningful long-term growth opportunities, including the potential for ownership.
ABOUT OUR SEARCH FIRM
Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about our firm can also be found online.
Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.
POSITION OVERVIEW
This leadership role offers the opportunity to guide a collaborative fiduciary team while managing a meaningful book of trust and estate clients. The Team Leader will ensure high-quality service delivery, provide supportive oversight to staff, and contribute to organizational growth and community outreach. This is an excellent opportunity for an experienced fiduciary professional seeking long-term impact and the potential for future ownership.
PERKS
- Opportunity for long-term growth, including potential business ownership
- Inclusive, mission-driven culture that values integrity, collaboration, and community relationships
- Competitive compensation and generous employer-sponsored benefits
- Meaningful client-focused work that positively impacts families and communities
- Autonomy in building and maintaining professional referral networks
- Provide supportive leadership and mentoring to fiduciary staff to ensure high-quality trust administration and client care
- Oversee a diverse book of trust and estate clients while ensuring all activities align with trust documents and organizational policies
- Collaborate with internal team members to maintain strong operational practices and a positive work culture
- Build and nurture relationships with professional partners through consistent outreach, representation at community events, and participation in industry meetings
- Serve as a knowledgeable resource in trust administration while promoting equitable and client-centered practices
- Contribute to the long-term success and visibility of the organization through thoughtful stewardship and relationship building
- Experience in trust and estate administration, fiduciary services, or related client-serving roles
- Certification such as CTFA or willingness to pursue fiduciary licensure (CLPF) with organizational support
- Demonstrated ability to lead or mentor team members in a supportive, collaborative manner
- Strong relationship-building and communication skills with clients, colleagues, and professional partners
- Ability to navigate complex client needs with discretion, empathy, and sound judgment
This role offers a competitive salary range of $160-$180K, along with a monthly stipend to cover medical premium, fully employer-paid dental, vision, and life insurance, and a 401(k) match. The organization also provides meaningful long-term growth opportunities, including the potential for ownership.
ABOUT OUR SEARCH FIRM
Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about our firm can also be found online.
Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.
